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Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

Ride-Hailing & Shared Mobility

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Lazard Asset Management New York	$561M	+$159M	2	1.01%	Increased
27	TIAA CREF Investment Management New York	$549M	+$568K	3	0.37%	Increased
28	WCM Investment Management Laguna Beach, California	$518M	+$7.94M	1	6.55%	Increased
29	Wells Fargo San Francisco, California	$453M	+$25.7M	4	0.14%	Increased
30	AllianceBernstein Nashville, Tennessee	$411M	-$4.17M	3	0.31%	Reduced
31	Franklin Resources San Mateo, California	$399M	-$16.6M	3	0.2%	Reduced
32	Primecap Management Pasadena, California	$372M	-$42.1M	1	0.31%	Reduced
33	Generation Investment Management London, United Kingdom	$359M	-$2.09M	1	3.45%	Reduced
34	Davis Selected Advisers Tucson, Arizona	$354M	-$11.1M	1	1.51%	Reduced
35	Legal & General Group London, United Kingdom	$354M	+$6.8M	4	0.27%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$344M	+$37.5M	4	0.24%	Increased
37	Susquehanna International Group Bala Cynwyd, Pennsylvania	$339M	+$283M	4	0.13%	Increased
38	D.E. Shaw & Co New York	$335M	+$179M	4	0.51%	Increased
39	Credit Suisse Zurich, Switzerland	$318M	+$160M	4	0.31%	Increased
40	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$310M	-$23.2M	3	0.57%	Reduced
41	Neuberger Berman Group New York	$282M	+$15.1M	3	0.35%	Increased
42	UBS AM Chicago, Illinois	$272M	-$22.9M	2	0.25%	Reduced
43	JPCCM J&P (China) Capital Management Hong Kong, China	$267M	+$2.56M	1	45.47%	Increased
44	Swiss National Bank Zurich, Switzerland	$262M	+$5.15M	2	0.3%	Increased
45	Allianz Asset Management Munich, Germany	$253M	-$23.9M	3	0.22%	Reduced
46	New York State Common Retirement Fund Albany, New York	$248M	-$1.02M	4	0.32%	Reduced
47	GGHC Gilder Gagnon Howe & Co New York	$237M	+$201K	1	3.32%	Increased
48	Glenview Capital Management New York	$234M	+$48.6M	1	1.36%	Increased
49	Teachers Advisors New York	$226M	+$2.93M	3	0.31%	Increased
50	Harris Associates Chicago, Illinois	$221M	+$40.6K	1	0.37%	Increased